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Vanguard Russell 2000 Index Fund ETF Shares (VTWO)
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Upturn Advisory Summary
11/21/2025: VTWO (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 24.45% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/21/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 69.17 - 98.18 | Updated Date 06/30/2025 |
52 Weeks Range 69.17 - 98.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
Vanguard Russell 2000 Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Russell 2000 Index Fund ETF Shares (VTWO) seeks to track the performance of the Russell 2000 Index, which measures the investment return of small-capitalization stocks. It provides exposure to a broadly diversified basket of small-cap U.S. equities, offering a low-cost and passive investment strategy. The ETF aims to replicate the index by holding stocks in similar proportions.
Reputation and Reliability
Vanguard is one of the world's largest investment management companies, known for its low-cost, investor-owned structure and strong reputation for reliability.
Management Expertise
Vanguard has extensive experience in managing index funds and ETFs, with a seasoned team of professionals overseeing the VTWO fund.
Investment Objective
Goal
To track the investment return of the Russell 2000 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy designed to track the performance of the Russell 2000 Index.
Composition The ETF holds a diversified portfolio of small-cap U.S. stocks, mirroring the holdings of the Russell 2000 Index.
Market Position
Market Share: VTWO holds a significant market share within the small-cap ETF segment.
Total Net Assets (AUM): 14000000000
Competitors
Key Competitors
- iShares Russell 2000 ETF (IWM)
- Schwab Russell 2000 Index ETF (SCHA)
- SPDR Portfolio Small Cap ETF (SPSM)
Competitive Landscape
The small-cap ETF market is competitive, with several major players. VTWO benefits from Vanguard's low-cost structure. IWM has higher liquidity, but a significantly higher expense ratio. SCHA provides a low cost alternative, and SPSM offers competitive expense ratios with more focused allocations.
Financial Performance
Historical Performance: Historical performance data is available via financial data providers and Vanguard's website and should be considered over various time horizons (e.g., 1 year, 3 years, 5 years, 10 years).
Benchmark Comparison: The ETF's performance closely tracks the Russell 2000 Index, with minor deviations due to tracking error and expenses.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VTWO generally exhibits strong liquidity with substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VTWO is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks can influence VTWO's performance.
Growth Trajectory
VTWO's growth trajectory depends on the overall performance of the Russell 2000 Index and the continued popularity of passive investment strategies. The ETF has seen consistent inflows due to its low cost and broad market exposure.
Moat and Competitive Advantages
Competitive Edge
VTWO's competitive edge comes from Vanguard's reputation for low-cost investing and its large scale, which allows it to offer a very competitive expense ratio. This makes it an attractive option for investors seeking broad exposure to the Russell 2000 index. Furthermore, Vanguardu2019s structure enables them to return value to shareholders, not outside investors. The ETF benefits from Vanguard's efficient tracking of the underlying index.
Risk Analysis
Volatility
VTWO exhibits volatility commensurate with small-cap stocks, which are generally more volatile than large-cap stocks.
Market Risk
VTWO is subject to market risk, particularly related to economic downturns or negative sentiment towards small-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking broad exposure to the U.S. small-cap equity market and comfortable with the associated volatility.
Market Risk
VTWO is suitable for long-term investors seeking diversified exposure to small-cap stocks and passive index followers.
Summary
Vanguard's VTWO ETF offers low-cost, diversified exposure to the Russell 2000 Index, tracking the performance of small-cap U.S. equities. The ETF is managed by Vanguard, a reputable firm known for its cost-effective index funds. While VTWO exhibits volatility associated with small-cap stocks, it represents an excellent option for long-term investors seeking exposure to this market segment. Its main competitive advantage is low cost, making it attractive for passive index followers.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Financial data providers (e.g., Bloomberg, Reuters)
- ETF.com
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Russell 2000 Index Fund ETF Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund advisor employs an indexing investment approach designed to track the performance of the Russell 2000® Index. The index is designed to measure the performance of small-capitalization stocks in the United States. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.